Investment Q&A

• Green Brick Partners Inc. (GRBK)
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• Blue Bird Corporation (BLBD)
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Q: have a question regarding 2 stocks in the housing sector. GBRK and BLBD- both have done very well but is it reasonable to think that you could start a new position in one of these if there is a drawdown this month? The idea being to start a position and build from there.
Thanks, Lesley

Upvote 1

Read Answer Asked by Lesley on September 12, 2024

• International Business Machines Corporation (IBM)
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Q: IBM keeps moving up in value and I'm not sure why ? Please let me know what is going on and would you buy it at these prices ?

Upvote 2

Read Answer Asked by Frank on September 12, 2024

• Illumina Inc. (ILMN)
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Q: Is ILMN a buy, sell or hold in your view?

Thanks for your service!

Upvote 1

Read Answer Asked by Ozzie on September 12, 2024

• Uber Technologies Inc. (UBER)
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Q: Just bought UBER and down 5% after my first week. Not an auspicious start! Can you please provide estimates for growth over the next 12, 18 and 24 months? Also list some of the key drivers that will either propel or hinder UBER's growth during this time and indicate the likelihood of each. Thank you.

Upvote 4

Read Answer Asked by Maureen on September 12, 2024

• BW LPG Limited (BWLP)
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Q: What do you see for the growth of BWLP through 2025 and potential risks given they pay a high dividend. Is the Dividend secure.

Upvote 1

Read Answer Asked by RALPH on September 12, 2024

• Gossamer Bio Inc. (GOSS)
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• Mama's Creations Inc. (MAMA)
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Q: Can you please provide your assessment of investment into these two companies.

Upvote 2

Read Answer Asked by Imtiaz on September 12, 2024

• Medpace Holdings Inc. (MEDP)
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Q: Medpace is down approx. 135$ in the last three months.Is it attractive here at 325$?

Upvote 1

Read Answer Asked by Kim on September 11, 2024

• Broadcom Inc. (AVGO)
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• Intuit Inc. (INTU)
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• Tractor Supply Company (TSCO)
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• Ingersoll Rand Inc. (IR)
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• Eli Lilly and Company (LLY)
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• Rollins Inc. (ROL)
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• AAON Inc. (AAON)
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• Tetra Tech Inc. (TTEK)
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Q: In a recent Market Update (Aug 22) you spoke of the power of compounding and the key characteristics of a high compounding stock such as higher volatility, strong sales growth, lower dividends, premium valuations, etc. As a follow up to this topic could you please provide the 5 best US companies (or more if you wish) which you consider to fit these characteristics for long term compounding. Many thanks. Cal

Upvote 12

Read Answer Asked by Calvin on September 11, 2024

• Palantir Technologies Inc. (PLTR)
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Q: Hi,
PLTR’s price has really jumped as of late. The stock was already very expensive from a valuation standpoint. Do you think it’s gotten ahead itself?
Thanks for all that you do!
Kerri

Upvote 6

Read Answer Asked by KERRI on September 11, 2024

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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Q: Price change one month--Goog -8.37%,Nvda -2.34% ,Amzn +5.16%. I hold all 3. Is it timely to add?Please rank in order of Best first.Please advise good entry price of their Cdr,i.e. Can$. Txs for U usual great services & views.

Upvote 9

Read Answer Asked by Peter on September 11, 2024

• Broadcom Inc. (AVGO)
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• QUALCOMM Incorporated (QCOM)
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Q: Can you please provide current valuation and forward outlooks on those names ? And what price do you think it would be a good entry point?

Thank you!

Upvote 3

Read Answer Asked by Hong on September 11, 2024

• Edison International (EIX)
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• Talen Energy Corporation (TLN)
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Q: could you comment on both and whether you would invest in them

Upvote 1

Read Answer Asked by Howie on September 10, 2024

• Alphabet Inc. (GOOG)
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Q: Good morning,

Thoughts on GOOG here. Lots of anti-trust noise recently, and -10% over the last week? Hold for the time being?

Thanks as always.

Upvote 6

Read Answer Asked by Trevor on September 10, 2024

Q: any comments on this small co. after FDA approval recently of an insulin pump.

Upvote 1

Read Answer Asked by george on September 10, 2024

• Intuitive Surgical Inc. (ISRG)
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Q: Hi Team,

Knowing you don't give personal advice, how high of a weight would YOU be comfortable holding ISRG.

Thanks

Upvote 4

Read Answer Asked by Marco on September 10, 2024

• Applied Optoelectronics Inc. (AAOI)
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Q: There have been no questions on this small cap for quite awhile. It has caught some buying interest lately. Could you give us an update and share your thoughts as to whether you see it as a buy at this point.
Thank you

Upvote 2

Read Answer Asked by Terry on September 10, 2024

• Lantronix Inc. (LTRX)
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Q: What do you think of the Fiscal 2024 earnings? Would you consider it a good buy at current valuation?

Upvote 1

Read Answer Asked by Charles on September 10, 2024

• Palantir Technologies Inc. (PLTR)
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Q: Do you know the reason why PLTR is up so much today on high volume.

Thanks for the great service

Upvote 5

Read Answer Asked by Hector on September 09, 2024

• Amgen Inc. (AMGN)
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• Regeneron Pharmaceuticals Inc. (REGN)
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• Vertex Pharmaceuticals Incorporated (VRTX)
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• Exact Sciences Corporation (EXAS)
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• iShares Biotechnology ETF (IBB)
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• SPDR Biotech ETF (XBI)
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Q: Hello 5i,

Wondering if you have any recommendations in the Biometrics category, either ETF or stock? And any particular thoughts regarding current valuations and future prospects versus other opportunities?

Thanks for your feedback.

Ralph

Upvote 1

Read Answer Asked by ralph on September 09, 2024

• Fabrinet (FN)
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• Hawkins Inc. (HWKN)
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• Badger Meter Inc. (BMI)
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• ITT Inc. (ITT)
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Q: Please rank in order of what you believe have best long term growth potential.
Thanks so much

Upvote 2

Read Answer Asked by Curtis on September 09, 2024